WT Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

WT Wealth Management’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,487	Closed	-$291K	–	120
2022 Q1	$291K	Sell	3,487 -71	-2%	-$5.88K	0.11%	100
2021 Q4	$301K	Buy	3,558 +250	+8%	+$21.4K	0.11%	105
2021 Q3	$271K	Sell	3,308 -470	-12%	-$38.6K	0.1%	106
2021 Q2	$324K	Buy	3,778 +5	+0.1%	+$426	0.13%	105
2021 Q1	$309K	Sell	3,773 -1,007	-21%	-$77.6K	0.14%	104
2020 Q4	$316K	Sell	4,780 -1,493	-24%	-$88.7K	0.17%	99
2020 Q3	$314K	Buy	6,273 +518	+9%	+$26.6K	0.21%	85
2020 Q2	$282K	Buy	5,755 +3	+0.1%	+$137	0.23%	73
2020 Q1	$235K	Buy	5,752 +734	+15%	+$41.5K	0.25%	60
2019 Q4	$329K	Buy	5,018 +727	+17%	+$46K	0.25%	70
2019 Q3	$262K	Buy	+4,291	New	+$257K	0.23%	72

Other funds holding SLYV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return